Sage 200 UKI Ideas Portal

Sales Reports

There are a lot of reports in Sage but been new to Sage I am surprised there appears to be some key reports missing, most businesses need to see what invoices and sales orders they have raised either on a weekly or monthly basis, there are reports for profitability, summary per customer but many of the reports don't include totals for example the invoices and credit note reports shows invoices raised in a timeframe but there is no total to the report, so on a weekly basis you can't easily identify a total figure for invoices and sales orders raised in a week.

  • Sally Bruce
  • Feb 16 2024
  • Delivered
Idea Benefit Easily identify a weekly sales figure
Fixed in version Report Design Service
  • Admin
    Jo Kirkup commented
    16 Feb 02:01pm

    thanks for the idea, you can add report totals as required, information on how to do this can be found in our helpfiles -

    Alternatively we have a report design service, you get an inclusive entitlement of 3 per year. You can have more if you wish, there is a set fee per design. More information on the service and how to book can be found here. Finally, we have a report design library where commonly requested reports are added for you to select - you can access this here.